|Event Date||Tue Sep 14 EDT (10 months ago)|
An estate plan ensures your personal belongings and assets go to the people you care about most, but in many instances, a will isn’t enough. Join SAFE’s Financial Wellness team to understand how an estate plan can work in conjunction with a living trust to direct your health wishes, and administer and distribute, your assets both during and beyond your lifetime.
Topics covered in this session include:
• Benefits of the estate planning process
• Living trust basics
• Wills vs. Living Trust
Senior Financial Wellness Educator, SAFE Credit Union